Auto Notice Export
Last updated
Last updated
When you run the Auto Notice Export, Circulation creates an ASCII file of subscribers with subscriptions that expire within a certain number of days (defined in Setup—see Publication in the Setup Manual). This file can then be incorporated into a form letter using your word processor. See for the formats.
When it searches for subscribers who should receive an auto-renew notice, Circulation will use three values: the run date that you specify, the expiration date for the subscriber, and the number of notice days specified in setup. If a subscriber has already had an auto-renew notice for this expiration date, that subscriber will not be selected.
If the expire date minus the run date is less than or equal to the notice days, the subscriber will be selected for an auto-renew notice:
Subscriber Expiration Date - Run Date <= x Where x = number days from Auto Renew Term
For example, if the run date is 12/15, and auto-renew notices are generated 4 days before the expiration date, an auto-renew credit card subscriber with an expire date of 12/18 would be selected (18 - 15 <= 4). So would a subscriber with an expire date of 12/12, provided a notice had not already been sent (12 - 15 <=4). A subscriber with an expiration date of 12/21, however, would not be selected (21 - 15 > 4).
Any unprocessed payment, auto-renew, or transfer-in transactions may push the expire date beyond the run date.
An auto-notice transaction has been sent since the last auto renew and a message will be sent to the log file for any skipped subscribers.
Select Auto Notice Export from the Subscriber menu to display the Auto Renew Notice Export window.
Click Add and complete the following fields.
PRODUCT
setup
Enter the publication for which you will send auto-renew notices.
RUN DATE
date
Enter the date on which the notices will be printed. This field defaults to the current date.
RENEWAL TYPE
predefined
Indicate whether you want to select subscribers who pay by Bank Draft, Credit Card, PayPal, or All. If you select All, all types of auto-renew subscribers will be selected.
NOTICE TYPE
predefined
Indicate if this export should include only Trial End, Auto-Renew, or both notices.
Trial End — returns a list of auto-renew subscriptions that have a Trial active on them).
Auto-Renew — returns regular auto-renew subscriptions, and
Both — returns a combination of the two subscriptions mentioned above.
BILLING GROUP
setup
Select the auto-renew billing group from which you want to select subscribers.
INCLUDE PENDING RATE CHANGES
yes/no
If subscription-length pricing is being used, select this checkbox if you want pending rate changes to be considered when valuing subscription terms.
PRINT RATE CHANGE ONLY
yes/no
Indicate if the export should include only those subscribers whose next auto-renew will be at a different rate.
PRINT BY ROUTE
yes/no
Indicate if the notices should be exported in route order. This is helpful if the notices will be delivered by carriers. If you do not export the notices by route, they will exported in mail sort order (by Zip code, street, and house number).
GENERATE CREDITS
yes/no
If the notices will be delivered by carriers, indicate whether carriers should receive Targeted Marketing credits for the delivery. You must have a TM rate defined for your product in order to do this (see Account Rates in the Setup Manual).
DELIVERY DATE
date
If the notices will be delivered, enter the delivery date.
USE FILE MAP
yes/no
Select this checkbox if you want to create an export file.
FILE FORMAT
setup
Select the file map to use for this export. A file map must be set up previously.
FILE NAME
open
You can accept the default file name or modify it.
Note on Trial Subscriptions:–
Trial subscriptions will only be included in the export if:
Payment has been processed.
The Notice Type field is set to "Trial-End".
Select Continue to create the file. As part of the process, a report will be created listing any errors that occurred during processing, and other information. An auto-renew transaction will be created for the subscription.
